When retirement benefits are payable to a decedent’s estate, what unique obligations and opportunities does the executor of the estate have with respect to those benefits? Last month, we looked at the ...

Get Morningstar's essential reading for financial professionals in Advisor Digest. This month and next, I'll offer a detailed look at the issues and obligations that executors face when retirement ...

An executor can also be a beneficiary. Discover the potential advantages and disadvantages of such an arrangement and learn ...

Holly covers personal finance topics from credit cards to wills. She enjoys turning complex money matters into clear, practical advice. Save article Set as preferred source Whether it’s totting up tax ...